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D-Wave Quantum Inc.

Technology Updated August 11, 2026
$20.23
52W $12.75 – $46.75
52/100
$7.43B
-28.5
2.16
AI Committee Verdict
Watch
52/100
Conviction: Contested · 67% agreement · 6 analysts
Contested

Is QBTS Bullish or Bearish?

Mixed. Innellis AI committee rates D-Wave Quantum Inc. (QBTS) Watch with a composite score of 52/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +8.11 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -11.89 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Growth Analyst remains cautious — revenue declining -44.2% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.04) -- balance sheet can absorb a shock — Risk
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 2.17 means this name should amplify a favorable market regime — Macro
Bear Case
  • Price-to-book of 10.7x prices in significant intangible value — Value
  • ROE of only -26.7% -- cheap may mean cheap for a reason — Value
  • Revenue declining -44.2% YoY -- this is not a growth story right now — Growth
  • Bollinger bandwidth of 37.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
52/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 94%
of 284 Technology peers
Value Analyst neutral
43 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− Price-to-book of 10.7x prices in significant intangible value
Growth Analyst bearish
15 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -44.2% YoY -- this is not a growth story right now
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst neutral
58 / 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
+ Low leverage (debt-to-equity 0.04) -- balance sheet can absorb a shock
− Bollinger bandwidth of 37.9% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
54.6
Neutral
MACD Histogram
0.467
Bullish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Mixed
Support
$18.56
Resistance
$20.56
Bollinger %B
0.75
Inside Bands
Price vs Moving Averages
EMA 9
$19.86 Above
EMA 21
$19.63 Above
EMA 50
$20.46 Below
EMA 200
$20.87 Below

Fundamental Analysis

Valuation
72
Profitability
25
Financial Health
100
Cash Flow
15
Valuation
P/E Ratio -28.5×
P/B Ratio 6.93×
PEG Ratio -1.97
Dividend Yield 0.00%
52W High $46.75
52W Low $12.75
Quality & Growth
ROE -4166.3%
ROA -3877.0%
Gross Margin 6418.5%
Operating Margin
Revenue Growth YoY
Debt / Equity 0.04
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of -28.5 (inexpensive relative to a 15-40x range); Price-to-book of 6.9x; PEG ratio of -2.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -41.7%; Return on assets of -38.8%; Net margin of -2001.6%; Gross margin of 64.2%; Current ratio of 20.55 (healthy short-term liquidity); Debt-to-equity of 0.04; Free cash flow per share is negative (-0.32); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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